Understand customers
Use customer records to understand a buyer across orders, products, licenses, and delivery history.
Customer records are most helpful when you are answering a human question: What did this person buy? Did they receive a key? Were they refunded? Are they a repeat buyer?
You do not have to manage customers manually for normal checkout. Zwely creates and updates customer records as people buy or claim products.
Before you start
- Customers are created when someone checks out or claims a free product.
Look up a customer
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01
Read the customer summary first
The summary gives you a quick sense of customer activity before you look at individual people. It is useful for spotting whether your list is mostly new buyers, repeat buyers, or free claims.
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02
Find the customer in the list
Use the list to identify the buyer by email, name, tags, and order history. Open a customer when you need more than one order row can show.
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03
Open the customer profile
The customer record gathers identity, contact, tags, and account-level context for support. This is a good starting point when someone writes in from a familiar email address.
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04
Review order and delivery history
Customer history helps answer practical questions: what they bought, when they bought it, what key they received, and whether any order was refunded.
Good to know
- Exports are better for offline analysis. Customer pages are better for support and individual context.